C.W. O'Conner Wealth Advisors, Inc.
Duluth, Georgia
C.W. O'Conner Wealth Advisors, Inc. at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here; all hold the ChFC.
- Its Form ADV reports 3 employees and 135 individual clients, 69 of them high net worth.
- Its average account is about $570,000 (assets it manages divided by its 464 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Duluth, Georgia |
|---|---|
| Website | cwoconner.com |
| [email protected] | |
| Phone | (770) 368-9919 |
Questions about C.W. O'Conner Wealth Advisors, Inc.
How is C.W. O'Conner Wealth Advisors, Inc. paid?
C.W. O'Conner Wealth Advisors, Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does C.W. O'Conner Wealth Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at C.W. O'Conner Wealth Advisors, Inc., and 2 hold the ChFC.
What is the average account at C.W. O'Conner Wealth Advisors, Inc.?
C.W. O'Conner Wealth Advisors, Inc.'s average account is about $570,000. That's the assets on its Form ADV divided by its 464 accounts.
What does C.W. O'Conner Wealth Advisors, Inc. specialize in?
C.W. O'Conner Wealth Advisors, Inc.'s advisors and website list small business owners, retirement planning and founders (pre-exit).
C.W. O'Conner Wealth Advisors, Inc. fees
C.W. O'Conner Wealth Advisors, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $265 million |
| Individual clients | 66 |
| High-net-worth clients | 69 |
| Accounts managed | 464 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-66146) |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 125646 |